距离春节还有十多天，武汉年味渐浓。花市里，看花选花的市民摩肩接踵；各大商超，购物打年货的市民络绎不绝；武汉国际会展中 心正在举办"迎春年货大集暨首届武汉圆子节"，展区汇聚了本土农产品及全省特产，市民可一站式购齐春节年货；2026年大余湾第三届新 春庙会在阵阵锣鼓与欢笑声中温暖启幕，这座拥有650余年历史的明清古村落，再一次以张灯结彩的姿态，迎接八方来客…… 黄鹤楼 《AI在黄鹤楼》演出现场，"李白"在黄鹤楼前吟诗。 武商MALL生活馆 循礼门花市 临近新春佳节，双休日武汉各大商超里购物打年货的市民络绎不绝。 市民在循礼门花市看花选花，年宵花俏销。 武汉国际会展中心 黄陂大余湾 武汉国际会展中心举办"迎春年货大集暨首届武汉圆子节"，吸引市民品尝购买。 该剧的突破在于实现文化与科技的"化合反应"：AI作为深度叙事引擎，通过视觉化情感分析界面让观众从历史"旁观者"变为情感"共情 者"；国家级非遗"古彩戏法"成为叙事语言，"化纸为蝶"隐喻李白灵感，"双扇合一"诠释知音主题；270度环绕舞台、全息渲染等技术重现 盛唐市井与长江烟波，实现"进入历史"的沉浸式体验。 作为人民网"梦幻灵境"品牌孵化的第二部AI展演作品，该剧 ...

本报讯（记者莫岚远）以"壮美广西·灯耀南宁"为主题的2026年青秀山新春灯会将于2月6日正式亮灯，将青秀山的生态景观与马年的节庆元素巧妙融合，打 造"绿城"新春盛景。 1月31日，记者来到试亮灯现场提前探营，万千灯火齐亮，光影流转间，青山绿水与璀璨灯光相映成趣，随手一拍都是刷屏大片。据了解，本届灯会规模大 幅提升，总面积约1430亩，覆盖青秀山东区叶子花园、丛林乐园、竹园、梅园、音乐大草坪等区域，以"高、大、新、奇、美"为特色，集"形、色、声、 光、动"于一体，展出43组主题灯组："财神大道"承载祈福愿景；"龙腾盛世"祈愿国泰民安；"双凤和鸣"融合广西绣球与鼓乐元素，尽显民族欢腾气韵；"光 驰八骏"超大型水面灯组寓意事业顺遂、旗开得胜；"梦幻城堡"打造奇幻童话氛围；"硕果累累"传递丰收寓意……最令人震撼的是，本次灯会在东区草坪上 布置了规模宏大的恐龙场景。其中"霸王龙"高达15米，呈现"双龙争霸"等场面。夜幕降临，"恐龙群"苏醒，将带领游客"穿越"回侏罗纪时代。 本届灯会还首创"非遗火艺"与"AI科技"两大矩阵交织演绎：从大年初一至初八，700架无人机在夜空梦幻编队，勾勒吉祥画卷；智能机器人、机器狗多场地 灵 ...

港股本周震荡分化，能源、金融板块走强，医药与科技股回调。指数层面，中证港股通消费主题指数上涨0.2%，中证港股 通互联网指数下跌0.2%，恒生港股通新经济指数下跌0.9%，恒生科技指数下跌1.4%，中证港股通医药卫生综合指数下跌 3.0%。Wind数据显示，截至昨日，港股通互联网ETF易方达（513040）和恒生科技ETF易方达（513010）月内均"吸金"超 15亿元。 ai 中证港股通医药卫生综合指数 由港股通范围内医疗卫生行业中50只流动性较好、 市值较大的股票组成,医疗保健行业权重占比超 90% s 中证港股通互联网指数 由港股通范围内30家互联网龙头公司的股票组成, 主要包括信息技术、可选消费行业 东吴证券指出，港股仍在震荡向上的大趋势中，产业层面，AI应用预计将加速落地，半导体行业开启全面涨价潮。南向资 金方面，资讯科技业是港股通净流入的主要行业之一，整体配置上，可动态关注市场进攻方向，即AI科技。 由港股通范围内、属于"新经济"行业中市值最 大的50只股票组成,主要包括信息技术、可选消 费、医疗保健行业 a 恒生科技指数 由港股上市公司中与科技主题高度相关的、市值 最大的30只股票组成,信息技术 ...

摘要 期货研究院 有色金属日度策略 Metal Futures Daily Strategy 有色贵金属与新能源团队 | 作者： | 杨莉娜 | | --- | --- | | 从业资格证号： | F0230456 | | 投资咨询证号： | Z0002618 | | 联系方式： | 010-68573781 | | 作者： | 胡彬 | | 从业资格证号： | F0289497 | | 投资咨询证号： | Z0011019 | | 联系方式： | 010-68576697 | | 作者： | 梁海宽 | | 从业资格证号： | F3064313 | | 投资咨询证号： | Z0015305 | | 联系方式： | 010-68518650 | 投资咨询业务资格：京证监许可【2012】75号 成文时间：2026年01月28日星期三 更多精彩内容请关注方正中期官方微信 铜： 美元指数隔夜大跌，创出近4年以来新低，特朗普对于美元的表态 进一步加剧了市场对美元未来弱势的担忧，另外近期日元对美元的 大幅走强也使得美元指数被动承压，黄金受此影响再创新高，金铜 比继续走高，有望对铜价形成提振。近期利空频传叠加需求端季节 ...

东吴证券指出，产业层面，AI应用预计将加速落地，半导体行业开启全面涨价潮。南向资金净流入行 业主题包括TMT、科技制造，港股通净流入资讯科技业。如果市场出现回调，港股整体配置维持哑铃 策略，动态关注市场进攻方向，即AI科技。全球AI科技龙头财报在即，如果美股AI科技回调，港股AI 科技股也会受到影响。展望认为，港股仍在震荡向上的大趋势中，但短期市场仍面临考验。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基日开 始至2025年底，港股通科技指数累计收益224.25%，相对恒生科技指数（83.87%）超额超140%，长期跑 赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指数等同类指数。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 港股科技ETF（ ...

Group 1 - The core viewpoint indicates that AI applications are expected to accelerate in implementation, leading to a comprehensive price increase in the semiconductor industry [1] - Southbound capital inflows are focused on themes such as TMT (Technology, Media, and Telecommunications) and technology manufacturing, with net inflows into the information technology sector via the Hong Kong Stock Connect [1] - The Hong Kong stock market is anticipated to maintain a "barbell strategy" in overall allocation, dynamically focusing on AI technology as the market may face short-term tests despite a general upward trend [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which encompasses core assets in sectors like Internet, innovative pharmaceuticals, and new energy vehicles, reflecting the diversified characteristics of the technology industry [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 224.25% from the base date at the end of 2014 to the end of 2025, exceeding the Hang Seng Technology Index's return of 83.87% by over 140% [1]

证券日报网讯1月27日，孩子王（301078）在互动平台回答投资者提问时表示，面向中大童，公司已于 2025年6月推出KidswantUltra店，深度融合潮玩IP、谷子经济与AI科技，精准覆盖亲子家庭从孕育到成 长的全面需求，进一步拓展消费场景与客群边界。 ...

Group 1 - The Hang Seng Hong Kong Stock Connect New Economy Index increased by 1.0%, while the CSI Hong Kong Stock Connect Internet Index rose by 0.8%, the Hang Seng Technology Index by 0.5%, the CSI Hong Kong Stock Connect Consumer Theme Index by 0.3%, and the CSI Hong Kong Stock Connect Healthcare Comprehensive Index by 0.2% [1] - Dongwu Securities indicates that the Hong Kong stock market is in a trend of gradual upward movement, with AI applications expected to accelerate and the semiconductor industry entering a comprehensive price increase phase [1] - Southbound capital flow shows that the information technology sector is one of the main industries for net inflows in the Hong Kong Stock Connect, suggesting a dynamic focus on AI technology in market positioning [1] Group 2 - The E Fund Hong Kong Stock Connect New Economy ETF tracks the Hang Seng Hong Kong Stock Connect New Economy Index, which consists of 50 stocks from the "new economy" sector with the largest market capitalization [2] - The E Fund Hong Kong Stock Connect Technology ETF tracks the Hang Seng Technology Index, comprising 30 stocks highly related to technology, with over 90% of the index made up of information technology and consumer discretionary sectors [2] - The E Fund Hong Kong Stock Connect Healthcare ETF tracks the CSI Hong Kong Stock Connect Healthcare Comprehensive Index, consisting of 50 liquid and large-cap stocks in the healthcare sector, which accounts for over 90% of the index [2] - The E Fund Hong Kong Stock Connect Internet ETF tracks the CSI Hong Kong Stock Connect Internet Index, made up of 30 leading internet companies, primarily in information technology and consumer discretionary sectors [3]

Market Performance - The Hong Kong stock market experienced a strong rally on January 27, with the Hang Seng Index closing at 27,126.95 points, up 361.43 points, representing a 1.35% increase [1] - The Hang Seng Technology Index closed at 5,754.72 points, rising by 28.73 points, or 0.50% [2] Sector Highlights - Insurance stocks showed significant strength, contributing to the rise of the Hang Seng Index. China Life (HK02628) surged nearly 6%, reaching its highest level since May 2015. AIA Group (HK01299) increased by over 4%, while New China Life and China Pacific Insurance both rose by over 3% [4] - Gold stocks remained strong, with Zijin Mining (HK02899) increasing by over 2% and reaching a new historical high. Zijin Gold International (HK02259) saw a substantial rise of 11% [6] Corporate Actions - Zijin Mining announced that its subsidiary, Zijin Gold International, signed an arrangement agreement to acquire all issued common shares of a joint venture listed in Toronto and New York at a cash price of CAD 44 per share, totaling approximately CAD 5.5 billion (around RMB 28 billion) [7] Market Outlook - Huatai Securities anticipates that the Hong Kong stock market will continue its rebound in the first quarter, focusing on sectors such as AI (semiconductors, software) and innovative pharmaceuticals. The firm suggests gradually accumulating quality consumer leaders and overweighting cyclical and upstream sectors in the power chain [9] - Zheshang International is optimistic about sectors benefiting from policy support, including new energy, innovative pharmaceuticals, and AI technology, as well as local Hong Kong banks and telecommunications that are relatively independent and benefit from a rate-cutting cycle [10]

Core Viewpoint - The Hong Kong stock market is experiencing an upward trend, with a focus on the AI technology sector as a key area for investment opportunities [1] Group 1: Market Trends - The Hong Kong Technology ETF (513020) rose over 1%, indicating positive market sentiment towards AI technology [1] - Southbound capital is significantly flowing into the information technology sector, making it one of the main industries for net inflows in the Hong Kong Stock Connect [1] Group 2: Sector Performance - The Hong Kong Technology ETF tracks the Hong Kong Stock Connect Technology Index (931573), which includes core assets in sectors such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 224.25% since the base date at the end of 2014, compared to 83.87% for the Hang Seng Technology Index, indicating a significant excess return of over 140% [1]